See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,202 | $137,414+37.7% | $189,513-0.2% | $85,850+120.4% |
| Participation rate | 78.7% | 84.6%-5.9pp | 87.8%-9.1pp | 69.3%+9.4pp |
| Annual return | 14.23% | 38.14%-23.9pp | 555.15%-540.9pp | 318.53%-304.3pp |
| Employer contribution / active EE | $1,322 | $4,344-69.6% | $6,162-78.5% | $2,565-48.4% |
| Participant deferral / active EE | $5,346 | $6,260-14.6% | $8,221-35.0% | $3,952+35.3% |
| Admin fee / account holder | $9,396 | $8,630+8.9% | $12,045-22.0% | $6,260+50.1% |